NasdaqGM - Delayed Quote USD

BlackRock Sustainable Advantage (0P00016FPD)

22.13 +0.24 (+1.10%)
At close: April 5 at 4:00 PM EDT

Fund Summary

Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. Equity securities include common stock, preferred stock and convertible securities. It primarily seeks to buy common stock.

BlackRock Sustainable Advantage

WILMINGTON DE 19809
100 BELLEVUE PARKWAY
800-441-7762

Fund Overview

Category Large Blend
Fund Family BlackRock
Net Assets 855.23M
YTD Return 10.72%
Yield 0.91%
Morningstar Rating
Inception Date Oct 05, 2015

Fund Operations

Last Dividend 0.20
Last Cap Gain 1.00
Holdings Turnover 120.00%
Average for Category --

Fees & Expenses

Expense 0P00016FPD Category Average
Annual Report Expense Ratio (net) 0.48% 0.78%
Prospectus Net Expense Ratio 0.48% --
Prospectus Gross Expense Ratio 0.63% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

"Raffaele Savi is Global Head of BlackRock Systematic (BSYS) and Co-CIO and Co-Head of Systematic Active Equity (SAE). He is a member of BlackRock's Global Executive Committee and its Investment Sub Committee. As head of BSYS, Mr. Savi leads the firm's quantitative investing teams, including fixed income, equity and factor strategies. In 2006, Mr. Savi joined Barclay's Global Investors (BGI), which merged with BlackRock in 2009. At BGI, Mr. Savi was global head of portfolio management for active equities and also served as its head of investments for European active equities.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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